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Take control of your financial destiny with great insights, tips and advice from Senior Financial Planners Rob McClelland and Mike Connon at The McClelland Financial Group of Assante Capital Management Ltd.
Episodes
Friday Feb 28, 2020
Friday Feb 28, 2020
The stock market is down 15%. We're seeing the effects of Coronavirus and supply chain disruption. What do the markets look like during this time? Will we finally go into a recession? This and more today on Think Smart
Friday Feb 21, 2020
Friday Feb 21, 2020
The Cobbler's Children Have No Shoes
We also need to follow this idea of taking advice. What are we learning to do to keep up with our current lives?
There is no miracle solution it's a combination of many best practices. This and more today on Think Smart.
Friday Feb 14, 2020
Friday Feb 14, 2020
What are we doing right? We were early adopters of diversification and balanced portfolios long before they were widely available. We determined that higher risk tolerance over time did outperform our clients. We became leaders in fee-based advice which translated into client-centric advice, not bottom-line advice. This and more today on Think Smart.
Friday Feb 07, 2020
Friday Feb 07, 2020
Simplifying your "whole life" becomes less of a want and more of a need as we age. Rob and Mike discuss the pros and cons of illiquid assets, real estate, capital losses, power of attorneys and more. Today on Think Smart.
Friday Jan 31, 2020
Friday Jan 31, 2020
We've made some bad judgment calls over the years. From holding bad positions for too long to appeasing a client and going against our advice. We've learned a lot along the way. This and more today on Think Smart.
Friday Jan 24, 2020
Friday Jan 24, 2020
Some of the big investment mistakes we have made over the years. Including labour-sponsored funds and bottom-of-the-barrel companies looking for venture capital. Oil and gas investments were hit with capital gains and other complications, such as illiquid balance property funds and the Dot Com bubble. This and more today on Thinksmart.
Friday Jan 17, 2020
Friday Jan 17, 2020
The reality is we are all getting older. Old age can creep up on us without realizing it's happening. There are some important steps to ensure that your future self is okay. There are a ton of things you can do to make things easier during difficult times. This and more today on Think Smart.
Tuesday Jan 07, 2020
Tuesday Jan 07, 2020
Trending towards tech is great for everyone. AI is working to make the index and markets more efficient and save us money. More people are leaning towards global and diversified portfolios. What is Factor investing and what are the benefits of this and Evidence-Based investing? What has replaced the pension plans of the past?
Saturday Jan 04, 2020
Saturday Jan 04, 2020
Real life happens; whether it's a divorce, a marriage, illness or even a death in the family. Having an advisor can help you ride the rough tides of life. This and more Today on Think Smart.
Friday Dec 27, 2019
Friday Dec 27, 2019
What may be coming down the pipe? Is a recession still looming on the horizon? Which direction are interest rates going? Beyond Meat's stock prices to hit a record high? Dropping Stock Prices, President Trump, Brexit Resolved.
Can we predict it?
